What we’re about
• What we'll do
Event Description
This one day Bootcamp and Training will be presented by one of our Senior Dynamics 365 CRM Consultants, and is an updated version of our previous Dynamics CRM Bootcamp which will focus on its new features.
Topics will include:
New navigation Button
New logos and themes
Track exchange email activities with folder tracking
New CRM App for Outlook
Analysis with Excel Online from CRM Online
New Power Query Connects to CRM Online
Use OneNote in CRM Online (Demo)
Overview of business process flow capabilities
Rollup and calculated field
Hierarchical demo
It will be an all-day session with a maximum of six attendees. In this hands-on session attendees start with a “Vanilla” instance of the latest release of Microsoft Dynamics CRM Online 2016 and then proceed to configure and customise the CRM Online instance to meet the needs of a real business requirement identified by attendees. The end result is a solid understanding of the “out-of-the-box” capabilities of CRM Online as well as a practical perspective on how to extend the CRM Online platform to create a line of business application (xRM).
Dynamics 365 CRM Online Bootcamp Agenda
Overview of the Microsoft Dynamics Product Range
CRM Online for Sales, Marketing and Customer Services
xRM: Building a Line of Business application
Overview of the Microsoft Dynamics Product Range
CRM Online & On-Premise
Marketing
Microsoft Social Listening
Parature
Unified Service Desk
How Microsoft CRM fits with other Microsoft technologies
CRM Online for Sales, Marketing and Customer Services
Creating a trial instance of CRM Online
– All attendees will create a 30 day trial of CRM Online for their own use.
– Introduction to the user experience and navigation of CRM.
In this session we will first demo CRM in 3 simple use cases. Attendees will then choose one or more of these to run through in their own CRM Online instance
– Sales: Lead ==> Opportunity
– Marketing: Marketing List ==> Quick Campaign
– Service: Phone Call ==> Case
Introduction to Configuring CRM Online
– In this session we will demo how to configure CRM Online using the declarative framework (i.e. Point and Click configuration)
– Users will add their own fields, create views, build charts and dashboards
xRM: Building a Line of Business (LoB) Application
Identifying LoB Apps
– In this session we will use a generic business process as an example app
Design Stage
Building a Prototype
– Creating Entities
– Creating Relationships
– Fields, forms, views, charts, dashboards
Automating your LoB App
– Business Rules
– Workflows
– Client Side Scripting
Administration and Security
Settings and Admin Users, roles, teams, access teams SiteMap
Cleaning up the UI for user rollout (e.g. removing un-needed features)
– End user experience
–Using your app
• What to bring
Just bring yourself, Spanish Point Technologies provides all the technology equipment and lunch you may need!
• Important to know
Terms and Conditions
This event is strictly for professionals. To confirm your place on our Bootcamp, Spanish Point Technologies will request the following information via the email you provide when making the ticket purchase:
- Job Title - Company Name - Mobile Phone Number
Please note: Spanish Point Technologies will keep this information safe and not distribute to 3rd parties.
